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3.3.0
Yokohama, Xanadu, Washington DC, Vancouver
Provides capabilities to consolidate requests for a Loan Operations team and route them through workflows to the appropriate middle and back office teams.
- Manage loan service request for retail customers
- Financial account types for retail customers e.g. mortgage, personal
- Dedicated workspace for loan agents
- Performance Analytics for insights into team's and business performance
- New
- Added scope flow executor role to subflows
Financial Services Personal Loan Operations is dependent on Financial Services Operations Core and Customer Service
Permissions and roles:
- Role required to install the application: System admin (admin)